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1. Purpose and Scope: Defines the objective of the policy and specifies which employees it applies to
2. Definitions: Clear definitions of key terms used throughout the policy including performance metrics, rating scales, and evaluation periods
3. Legal Framework: Reference to relevant South African legislation and regulatory requirements that govern performance evaluations
4. Roles and Responsibilities: Outlines the responsibilities of HR, managers, supervisors, and employees in the evaluation process
5. Evaluation Frequency and Timeline: Specifies how often evaluations occur and provides a timeline for the evaluation cycle
6. Performance Criteria: Details the standard criteria and metrics used to evaluate employee performance
7. Evaluation Process: Step-by-step description of how performance evaluations should be conducted
8. Documentation Requirements: Specifies required forms, records, and documentation procedures
9. Performance Improvement Procedures: Process for addressing poor performance and developing improvement plans
10. Appeals Process: Procedures for employees to appeal their evaluation results
11. Confidentiality: Guidelines for handling and storing performance evaluation data in compliance with POPIA
1. Remote Work Evaluation Procedures: Special considerations and procedures for evaluating remote workers - include if organization has remote employees
2. Departmental Variations: Specific evaluation criteria or procedures for different departments - include for large organizations with diverse functions
3. Peer Review Process: Procedures for incorporating peer feedback into evaluations - include if organization uses 360-degree feedback
4. Probationary Period Evaluations: Special evaluation procedures for employees during probationary periods - include if organization has specific probationary requirements
5. Performance-Based Compensation: Links between performance evaluations and compensation/benefits - include if organization ties evaluations to rewards
6. Cross-Cultural Considerations: Guidelines for conducting evaluations in a multicultural context - include for organizations with diverse workforce or international operations
1. Performance Evaluation Form Template: Standard form used to document performance evaluations
2. Rating Scale Guide: Detailed explanation of performance rating scales and scoring criteria
3. Performance Improvement Plan Template: Standard template for documenting performance improvement plans
4. Evaluation Timeline Calendar: Annual calendar showing key dates and deadlines in the evaluation cycle
5. Self-Assessment Form: Template for employee self-evaluation
6. Competency Framework: Detailed breakdown of role-specific competencies and performance indicators
7. Appeals Form Template: Standard form for submitting evaluation appeals
Performance Cycle
Rating Scale
Key Performance Indicators (KPIs)
Performance Metrics
Evaluator
Evaluee
Performance Improvement Plan (PIP)
Self-Assessment
Peer Review
360-Degree Feedback
Competency Framework
Performance Standards
Review Period
Assessment Criteria
Development Goals
Performance Rating
Evaluation Form
Line Manager
Moderator
Performance Review Committee
Appeals Process
Probationary Review
Annual Review
Interim Review
Poor Performance
Satisfactory Performance
Outstanding Performance
Performance Documentation
Career Development Plan
Evaluation Timeline
Evaluation Cycle
Performance Objectives
Scoring Matrix
Evaluation Meeting
Legal Framework
Confidentiality
Data Protection
Non-Discrimination
Evaluation Frequency
Performance Criteria
Rating Methodology
Documentation Requirements
Roles and Responsibilities
Review Process
Appeals and Grievances
Performance Improvement
Record Keeping
Training Requirements
Evaluation Timeline
Feedback Procedures
Moderation Process
Probationary Evaluations
Dispute Resolution
Amendment Procedures
Compliance Requirements
Communication Protocol
Quality Assurance
Rights and Obligations
Implementation Process
Review Meetings
Reporting Requirements
Development Planning
Consequence Management
Financial Services
Manufacturing
Retail
Technology
Healthcare
Education
Mining
Construction
Professional Services
Public Sector
Telecommunications
Agriculture
Hospitality
Transportation
Energy
Non-Profit
Human Resources
Legal
Compliance
Senior Management
Operations
Training and Development
Industrial Relations
Talent Management
Employee Relations
Performance Management
Human Resources Manager
HR Director
Performance Management Specialist
Department Manager
Team Leader
Supervisor
Chief Human Resources Officer
HR Business Partner
Training and Development Manager
Talent Management Director
Operations Manager
Chief Executive Officer
Managing Director
Line Manager
HR Coordinator
Compliance Officer
Industrial Relations Manager
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